Deal Flow & Relationship Systems Assistant (Part-Time, Contractor)

weThink, inc.; United States; Remote; USD 63,000 - 124,000; Part time

Job summary

weThink, inc. is seeking a part-time Deal Flow & Relationship Systems Assistant to streamline relationship management and deal flow processes. The ideal candidate will design systems and ensure leads are tracked and optimized without micromanagement. Strong analytical abilities, detail orientation, and experience with modern tools are essential for success in this entry-level, remote contractor role.

Qualifications

• Builder's mindset focused on designing systems.
• Experience with tools like Notion, HubSpot, Slack, Microsoft 365.
• Strong analytical skills and confidence in managing communications.

Responsibilities

• Design and manage a deal flow tracking system.
• Create intuitive workflows to enhance efficiency.
• Conduct research and maintain key relationships.

Skills

Attention to detail

Analytical Skills

Communication

Customer Service

Fluency in modern tools

Job description

Deal Flow & Relationship Systems Assistant (Part-Time, Contractor)

Deal Flow & Relationship Systems Assistant (Part-Time, Contractor)

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CEO & Founder @ weThink | Investor | Social Impact | Driving Innovation, Efficiency, and Performance in Teams and Talent

Company Description

weThink is an AI-powered human performance company working across defense, education, and enterprise sectors. Our tools modernize how foundational skills like communication, decision-making, and collaboration are assessed and developed — enabling smarter workforce and leadership decisions at scale.

Role Description

This is a part-time, remote, contract role for a Deal Flow & Relationship Systems Assistant. We’re looking for a systems builder — not a task-taker — to own and evolve how we manage relationships, opportunities, and deal flow across the company. This is a part-time contractor role supporting our founder directly. You’ll be trusted with high-visibility relationships and expected to design smart workflows and tools that ensure no opportunity is lost or misrouted.

If you need to be told what to do every day, this isn’t the role for you.

What you'll Build and Manage

• Design and own our deal flow tracking system across Notion, HubSpot, LinkedIn, Slack, and Microsoft tools
• Start with what’s there and build something better — with founder input, but not micromanagement
• Ensure leads and opportunities are tracked, described, routed, and followed up on correctly
• Create intuitive workflows to reduce manual errors and increase founder bandwidth
• Centralize and systematize relationship management
• Map internal, external, and cross-over (personal-professional) relationships
• Log and track follow-ups, notes, referrals, and historical touch points
• Propose automations or tech that improve visibility and retention across email, Slack, and LinkedIn
• Own research and discovery around new relationships and opportunities
• Before and after conferences, dig into who we should know and why
• Prep briefs, propose intros, and document contact context
• Help the founder stay ahead of key relationships without needing reminders

What you Bring

• A builder’s mindset — you don't just maintain systems, you design better ones
• Demonstrated fluency in modern tools: Notion, HubSpot, Slack, LinkedIn, Microsoft 365, Google Sheets, AI assistants like ChatGPT or Notion AI
• Sharp attention to detail and confidence managing high-stakes external communications
• Comfort with ambiguity — you ask smart questions and propose paths forward
• Genuine curiosity about people and partnerships, and a drive to connect dots others miss
• Strong Analytical Skills and Information Analysis capabilities
• Experience in Technical Support and Information Technology
• Excellent Communication and Customer Service skills
• Ability to work independently and manage time effectively

Additional Qualifications (but not required)

• Experience supporting founders or execs in early-stage environments
• Familiarity with B2B SaaS, human capital, defense, or edtech sectors
• Previous ownership of CRM/data infrastructure or internal tooling

How we'll know You're Succeeding

• The founder spends more time moving deals forward and less time tracking people down
• Relationship data lives in one structured system, not ten mental tabs
• You spot risks (dropped threads, neglected prospects) before they become problems - You propose and implement process upgrades — not just wait to be asked

Send us your CV with a cover letter including the details below. Applications with no cover letter will be automatically rejected:

• A short note introducing yourself.
• An example of a system you built or improved.
• Your favorite productivity or AI tool — and how you use it to make work easier

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Contract

Job function

• Job function

  Information Technology

• Industries

  Education

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